VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 464 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $21,868,763 | +7.8% | 226,338 | +3.9% | 0.06% | +7.4% |
Q1 2024 | $20,294,435 | +8.5% | 217,775 | -1.0% | 0.05% | -11.5% |
Q4 2023 | $18,710,394 | +732.1% | 219,967 | +635.8% | 0.06% | +454.5% |
Q3 2023 | $2,248,601 | -85.0% | 29,894 | -84.3% | 0.01% | -81.0% |
Q2 2023 | $14,966,037 | +54.9% | 191,015 | +41.8% | 0.06% | +152.2% |
Q1 2023 | $9,658,857 | +19.8% | 134,693 | +44.3% | 0.02% | -55.8% |
Q4 2022 | $8,062,659 | +210.2% | 93,354 | +125.9% | 0.05% | +67.7% |
Q3 2022 | $2,599,000 | -57.4% | 41,320 | -55.0% | 0.03% | -53.7% |
Q2 2022 | $6,098,000 | +21.3% | 91,844 | +0.9% | 0.07% | -14.1% |
Q1 2022 | $5,028,000 | -3.7% | 91,011 | +22.9% | 0.08% | -1.3% |
Q4 2021 | $5,220,000 | – | 74,060 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wealthsimple US, Ltd. | 328,570 | $20,309,000 | 13.53% |
LEO BROKERAGE, LLC | 362,158 | $20,422,000 | 8.44% |
Orgel Wealth Management, LLC | 258,797 | $15,996,000 | 4.46% |
Diversified Portfolios, Inc. | 155,646 | $9,620,000 | 4.16% |
Stewardship Advisors, LLC | 114,526 | $7,392,000 | 3.70% |
Crewe Advisors LLC | 87,906 | $5,433,000 | 2.55% |
Stevard, LLC | 66,612 | $4,117,000 | 1.72% |
MBE Wealth Management, LLC | 32,235 | $1,817,000 | 1.53% |
Boston Standard Wealth Management, LLC | 57,342 | $3,544,000,000 | 1.49% |
RETIREMENT CAPITAL STRATEGIES | 41,685 | $2,524,000 | 1.17% |